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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,071 | $101,752-34.1% | $164,928-59.3% | $80,911-17.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.11% | 16.73%-4.6pp | 70.08%-58.0pp | 35.63%-23.5pp |
| Employer contribution / active EE | $2,132 | $2,953-27.8% | $4,343-50.9% | $2,756-22.6% |
| Participant deferral / active EE | $6,125 | $4,477+36.8% | $6,034+1.5% | $4,297+42.5% |
| Admin fee / account holder | $9,656 | $8,218+17.5% | $12,684-23.9% | $6,935+39.2% |